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PMS dealer | Scrabble & Jigsaw

Posted on September 5, 2024

Job Description

About the Role: We are looking for a highly motivated and experienced Dealer to join our Portfolio Management Services team at Bajaj Finserv. The ideal candidate will be responsible for executing trades and ensuring compliance with regulatory requirements. This role requires a deep understanding of financial markets, strong analytical skills, and the ability to work in a fast-paced environment.

 

Responsibilities:

  • Execute buy and sell orders for equities on behalf of clients.
  • Monitor and manage client portfolios to ensure alignment with investment objectives and risk tolerance.
  • Conduct market research and analysis to identify investment opportunities and trends.
  • Collaborate with portfolio managers to develop and implement investment strategies.
  • Maintain accurate records of all transactions and ensure compliance with regulatory requirements.
  • Provide regular updates and reports to clients on portfolio performance and market conditions.
  • Assist in the preparation of investment proposals and presentations for clients.
  • Stay up to date with market developments, economic trends, and regulatory changes.
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